Customizations > Lists > Resource Sub-Categories

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Customizations > Lists > Resource Sub-Categories

What can you do on this screen?

On the Resource Sub-Categories screens, you can customize what shows on the Type drop-downs for the resources in LEAD. You can edit entries for the following existing resource groupings:

•Consumables

•IETMs (Interactive Electronic Technical Manuals)

•IMM (Instructional Media Materials)

•Publications

•Software

•Tool/Equipment

LEAD comes with some common resource sub-categories predefined, that you can change and update as needed.

Customizations > Lists > Resource Sub-Categories - Consumables Example

Figure 396: Customizations > Lists > Resource Sub-Categories - Consumables Example

For each of the categories, you can:

•Add a new entry to the existing list by selecting NewIcon.

•Select an entry and then:

oView Table-View the entry information.

oEdit Table-Edit the entry information.

oSelect Show History Table-History to review the changes made to the entry, including the user name and date/time of saved changes, and revert to an earlier saved revision.

oDelete Table-Delete the entry. Once you've selected OK to the confirmation message, an Undo button displays on the bottom left of the screen that allows you to revert the deletion.

hmtoggle_arrow1Creating, Viewing, or Editing Resource Sub-Categories

On the Resource Sub-Categories screen:

•Select NewIcon to create a new resource sub-category. On save, new entries are automatically sorted alphabetically.

•Select View Table-View to review a selected resource sub-category. If you need to make any changes, select Edit on the Resource Sub-Category Detail screen.

•Select Edit Table-Edit to make changes to a selected resource sub-category.

Any of these options opens the Resource Sub-Category Detail screen, ready for you to enter, review, or update the fields below.

Customizations > Lists > Consumable Detail Screen Example

Figure 397: Customizations > Lists > Consumable Detail Screen Example

 

Then:

•To create a new resource sub-category, select Save once you've entered all the information. Likewise, to keep the edits you've made to an existing resource sub-category, select Save. This will return you to the list of resource sub-categories.

•If you do not want to keep the edits, just select Cancel to close the pop-up.

•If you're reviewing a resource sub-category, you can select Edit to make changes or you can close the pop-up window by selecting the X in the top right of the pop-up.

No (Resource Sub-Categories Table)

The number (No) column provides a sequential count of the entries, which is not attached to the entries themselves.

Name

The Name is the text that will show in the drop-down.

Plural

The Plural of the Name field entry.

Is Active?

When the Is Active? checkbox is checked, the item is made active. An active item can be selected.

Unchecking the checkbox makes the item inactive. Any existing links to the list item will remain when the item is made inactive. An inactive item can no longer be selected.

Finding Entries

If you can't find the entry you're looking for, enter a search term in the Find: field and select Search. The table will list all entries that contain your search term on the screen.

You can click on the column headers of each table to sort the entries by that column. Clicking on a column header again will reverse the sort. Clicking on the column header a third time will remove the sort. Small arrows in the column header let you know which way the data is currently sorted.